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JPMorgan Diversified Return International Equity ETF

44 hedge funds and large institutions have $379M invested in JPMorgan Diversified Return International Equity ETF in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 6

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

24% more capital invested

Capital invested by funds: $306M → $379M (+$73.4M)

13% more funds holding

Funds holding: 3944 (+5)

5.38% less ownership

Funds ownership: 85.98%80.61% (-5.4%)

Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
1.17%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
9
Increased
27
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$52.1M -$83.1K -1,624 -0.2%
CPO
2
Cerity Partners OCIO
New York
$50.5M +$8.52M +166,419 +21%
BCI
3
Brinker Capital Investments
Pennsylvania
$47.7M +$552K +10,790 +1%
Wells Fargo
4
Wells Fargo
California
$25.2M +$499K +9,749 +2%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$24.5M -$12.1M -235,889 -33%
Morgan Stanley
6
Morgan Stanley
New York
$20.2M +$9.63M +188,197 +96%
AIM
7
Astor Investment Management
Illinois
$19.5M -$870K -16,991 -4%
BFG
8
Bouchey Financial Group
New York
$18.8M +$18.4M +358,980 New
NA
9
Nottingham Advisors
New York
$17.2M +$2.65M +51,817 +19%
ACM
10
Aviance Capital Management
Florida
$15.2M +$525K +10,250 +4%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$14.5M +$4.1M +80,165 +40%
FWM
12
Frontier Wealth Management
Missouri
$14M +$13.7M +268,258 New
UBS Group
13
UBS Group
Switzerland
$13.5M +$2.02M +39,548 +18%
Bank of America
14
Bank of America
North Carolina
$8.47M +$2.95M +57,663 +55%
DE
15
Day & Ennis
Georgia
$8.21M +$331K +6,469 +4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$6.88M -$1.46M -28,486 -18%
CFA
17
Carroll Financial Associates
North Carolina
$4.47M +$871K +17,024 +25%
CB
18
Community Bank
New York
$3.05M +$1.09M +21,275 +58%
Ameriprise
19
Ameriprise
Minnesota
$2.36M +$1.44M +28,034 +163%
CAN
20
Cetera Advisor Networks
California
$1.52M +$580K +11,330 +64%
RJA
21
Raymond James & Associates
Florida
$1.35M +$467K +9,115 +54%
SFM
22
Signet Financial Management
New Jersey
$1.35M +$224K +4,378 +20%
M&T Bank
23
M&T Bank
New York
$1.19M +$486K +9,502 +72%
LPL Financial
24
LPL Financial
California
$1.01M +$199K +3,889 +25%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$806K +$788K +15,396 New

JPIN Hedge Fund Activity: Q3 2016 in Review

44 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Diversified Return International Equity ETF (JPIN) for Q3 2016, worth a combined $379M — up 24% from $306M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JPIN positions and 4 closed out — a net gain of 5 holders — while 27 added to existing stakes and 6 trimmed.

The largest buyer was Bouchey Financial Group, opening a new position worth an estimated $18.4M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $12.1M.

  • 44 institutional investors held JPMorgan Diversified Return International Equity ETF (JPIN) as of Q3 2016, up from 39 in Q2 2016.
  • Funds reported $379M of JPMorgan Diversified Return International Equity ETF stock for Q3 2016, up 24% quarter-over-quarter.
  • 9 funds opened new JPMorgan Diversified Return International Equity ETF positions in Q3 2016 and 4 closed out, a net change of +5 holders.
  • The largest JPMorgan Diversified Return International Equity ETF buyer in Q3 2016 was Bouchey Financial Group, an estimated $18.4M added.
  • The largest JPMorgan Diversified Return International Equity ETF seller in Q3 2016 was Ladenburg Thalmann Financial Services, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2016.